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CCC will be closed on Monday, May 27th in observance of Memorial Day.

Multnomah ESD

Life Insurance Company of the Southwest
(aka: Life Insurance Company of the Southwest)

This Vendor Page has not been approved by Life Insurance Company of the Southwest,
but the information provided should be useful to you.

Life Insurance Company of the Southwest (aka: Life Insurance Company of the Southwest) - General Status

Life Insurance Company of the Southwest has not yet posted a company statement or 403(b) market status update here on the CCC website. Once they do, it will appear here.

Life Insurance Company of the Southwest (aka: Life Insurance Company of the Southwest) Web Homepage

Life Insurance Company of the Southwest has NOT provided any link to its home office webpage. As soon as Life Insurance Company of the Southwest provides a weblink, we'll post it here immediately.

Investment Fund Information

The following web links have been provided by Life Insurance Company of the Southwest to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:

  • End of List

403(b) Investment Options

Life Insurance Company of the Southwest offers the following type of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Life Insurance Company of the Southwest does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Life Insurance Company of the Southwest are marketed using the following approaches:

  • End of List Declared by Life Insurance Company of the Southwest

Helpful Employee Resources

Life Insurance Company of the Southwest has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Life Insurance Company of the Southwest provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Life Insurance Company of the Southwest, please visit our General Life Insurance Company of the Southwest Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

 

Life Insurance Company of the Southwest (aka: Life Insurance Company of the Southwest) - Multnomah ESD Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Life Insurance Company of the Southwest Plan Number

When contacting Life Insurance Company of the Southwest or its local contacts, have ready your Multnomah ESD - Life Insurance Company of the Southwest GROUP NUMBER: To Be Determined

Multnomah ESD EIN

When contacting Life Insurance Company of the Southwest or its local contacts, you may require the Multnomah ESD EIN: 936000829

Multnomah ESD Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Life Insurance Company of the Southwest on Multnomah ESD list of authorized vendors.

Request Additional Information from Life Insurance Company of the Southwest

Life Insurance Company of the Southwest has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Life Insurance Company of the Southwest has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Multnomah ESD 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Multnomah ESD does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Life Insurance Company of the Southwest does not require any monthly contribution amount .

Vendor Forms

Life Insurance Company of the Southwest has not provided copies of or links to any Vendor Forms. Please contact Life Insurance Company of the Southwest to request any forms you might need.

Multnomah ESD Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Multnomah ESD 403(b) Plan and much more on the Multnomah ESD Information Page, available by clicking here.